Business Details
Your Trusted Partner for Accounting Services in Western Pennsylvania
Wood Accounting Services has provided quality accounting and tax services to the public for over 30 years. Our team, led by Enrolled Agent Lloyd A Wood, combines extensive credentials including Certified Tax Professional status, Pennsylvania insurance licenses, and Series 7 and 65 securities registrations. We serve Western Pennsylvania with nationwide tax preparation capabilities, maintaining rigorous continuing education standards to ensure compliance and expertise.Our mission focuses on personalized service, handling each account with equal importance while fostering long-term client relationships through tailored financial solutions. The experienced staff offers comprehensive services including tax preparation, financial planning, business formation, and bookkeeping, supported by decades of industry experience and a commitment to client satisfaction.
Services
Tax Preparation
Business Formation
Payroll Services
Bookkeeping
QuickBooks Advisory
Business Consultations
Financial Planning
Retirement Planning
Estate Planning
Insurance Planning
Highlights and features
- We have over 30 years of experience in accounting services
- Our team includes Enrolled Agents and Certified Tax Professionals
- We maintain active securities licenses and insurance credentials
- We serve clients nationwide with Pennsylvania-based expertise
- Our staff completes annual continuing education for compliance
Services
Tax Preparation
We prepare personal, business, and non-profit tax returns with expertise in federal and state compliance. Our certified professionals handle complex filings including inheritance taxes and multi-jurisdictional returns. With nationwide licensing, we serve clients across the U.S. while maintaining specialized knowledge of Pennsylvania tax regulations.
Business Formation
We assist with Pennsylvania business entity creation including LLCs, corporations, and partnerships. Services include document preparation, tax ID applications, and regulatory compliance guidance. Our support extends to ongoing tax planning and financial structuring for new businesses in Western Pennsylvania and beyond.
Payroll Services
We offer comprehensive payroll management with direct deposit options and tax withholding calculations. Our services cover payroll tax filings including employer withholding, sales tax, and transportation fund contributions. Available on weekly, bi-weekly, or quarterly schedules to accommodate business needs.
Financial Planning
Our professionals provide retirement planning, 401(k) rollovers, and investment advisory services. We combine tax expertise with securities licensing to create holistic financial strategies. Services include annuity planning and estate preservation techniques tailored to individual client goals.
Bookkeeping
We deliver monthly bank reconciliations, financial reporting, and tax preparation support. Our QuickBooks advisory services include software implementation and training. Businesses receive regular financial statements and customized reporting to maintain accurate records throughout the year.
People
Lloyd A Wood
Owner
Enrolled Agent with US Treasury, Certified Tax Professional, and former American Express financial planner. Holds Series 7 and 65 securities licenses with 30+ years of accounting experience.
Chanell Daniocek
Smart Cents Owner
Former Wood Accounting office manager with extensive business services experience. Now operates Smart Cents Business Services while maintaining part-time role at Wood Accounting.
Tami Wood
Accounting Clerk
Experienced accounting professional providing tax preparation and financial services support with specialized knowledge of Pennsylvania tax regulations.
Joretta Myers
Tax Preparer
Certified tax specialist handling individual and business filings with focus on accuracy and compliance for Western Pennsylvania clients.
Sylvia Lewis
Accounting Clerk
Experienced accounting team member supporting tax preparation and bookkeeping services with attention to detail and client confidentiality.
Questions
Do you prepare both personal and business taxes?
Yes, we handle personal, business, and non-profit tax returns including complex filings for individuals and corporations nationwide.
Are you accepting new clients?
We are not accepting new tax clients this year but can assist with extension requests for qualified individuals.
What accounting software do you support?
We offer QuickBooks advisory services including software implementation, training, and ongoing technical support for business clients.
Do you offer payroll processing?
Yes, we provide payroll services with direct deposit options and tax withholding calculations on weekly, bi-weekly, or quarterly schedules.
Can you help with business startup procedures?
We assist with Pennsylvania business formation including entity selection, document preparation, and regulatory compliance requirements.
What financial planning services are available?
We offer retirement planning, 401(k) rollovers, annuity planning, and estate preservation strategies tailored to individual financial goals.
